NBT Bank’s Smartbird Inc BIRD Stock Holding History

NBT Bank’s Portfolio BIRD Stock Details BIRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6	Sell	2 -2	-50%	-$7	﹤0.01%	1052
2025 Q4	$8	Sell	4 -2	-33%	-$11	﹤0.01%	817
2025 Q3	$11	Buy	6 +4	+200%	+$33	﹤0.01%	809
2025 Q2	$21	Hold	2	–	–	﹤0.01%	792
2025 Q1	$13	Buy	+2	New	+$13	﹤0.01%	806
2024 Q4	–	Sell	-2	Closed	-$24	–	797
2024 Q3	$24	Sell	2 -1	-33%	-$13	﹤0.01%	828
2024 Q2	$25	Hold	3	–	–	﹤0.01%	590
2024 Q1	$35	Hold	3	–	–	﹤0.01%	595
2023 Q4	$61	Buy	+3	New	+$59	﹤0.01%	593

Other funds holding BIRD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

PLU

Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NBT Bank's BIRD Position: Q1 2026 in Review

NBT Bank reduced its Smartbird Inc (BIRD) stake by 50% in Q1 2026, selling an estimated $7 and leaving 2 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

NBT Bank first reported a position in BIRD in Q4 2023 and has held it in 9 quarters since. The position peaked at $61 in Q4 2023. 38 funds tracked by Wall St. Rank hold BIRD as of Q1 2026.

NBT Bank held 2 shares of Smartbird Inc worth $6 as of Q1 2026.
NBT Bank sold 2 Smartbird Inc shares in Q1 2026, an estimated $7.
Smartbird Inc made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #1052 holding.
NBT Bank first reported a position in Smartbird Inc in Q4 2023 and has held it in 9 quarters since.
NBT Bank's Smartbird Inc position peaked at $61 in Q4 2023.
38 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.